Boston Financial Mangement
Latest statistics and disclosures from Boston Financial Mangement's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, WSO, MSFT, FICO, CPRT, and represent 22.95% of Boston Financial Mangement's stock portfolio.
- Added to shares of these 10 stocks: LB (+$15M), BLK (+$10M), VTI (+$9.1M), PFE (+$7.0M), SPY (+$5.1M), QQQ, PANW, SHY, SCHD, GLD.
- Started 26 new stock positions in SCI, SPHB, LB, TPL, NTRA, VGK, LHX, CNQ, TEL, GLW.
- Reduced shares in these 10 stocks: CDW (-$25M), SITE (-$14M), , AMT, TYL, AOS, EFX, NXST, MCO, VTRS.
- Sold out of its positions in T, AEP, ELV, AZN, BlackRock, CE, INTC, PDBC, BBJP, LEN. MPC, TOI, SITE, TGT, VLO, GDX, WBD, MDT.
- Boston Financial Mangement was a net buyer of stock by $22M.
- Boston Financial Mangement has $3.3B in assets under management (AUM), dropping by -1.29%.
- Central Index Key (CIK): 0001053055
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Portfolio Holdings for Boston Financial Mangement
Boston Financial Mangement holds 335 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 5.4 | $179M | 717k | 250.42 |
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Watsco, Incorporated (WSO) | 4.9 | $162M | 342k | 473.89 |
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Microsoft Corporation (MSFT) | 4.9 | $162M | 385k | 421.50 |
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Fair Isaac Corporation (FICO) | 4.3 | $141M | 71k | 1990.93 |
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Copart (CPRT) | 3.5 | $115M | 2.0M | 57.39 |
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Broadridge Financial Solutions (BR) | 2.6 | $88M | 388k | 226.09 |
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Visa Com Cl A (V) | 2.5 | $82M | 259k | 316.04 |
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Mastercard Incorporated Cl A (MA) | 2.1 | $71M | 134k | 526.57 |
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Sherwin-Williams Company (SHW) | 2.1 | $68M | 201k | 339.93 |
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Cme (CME) | 2.0 | $67M | 287k | 232.23 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.9 | $63M | 783k | 80.93 |
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Brown & Brown (BRO) | 1.9 | $63M | 615k | 102.02 |
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W.R. Berkley Corporation (WRB) | 1.7 | $57M | 981k | 58.52 |
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Amphenol Corp Cl A (APH) | 1.6 | $54M | 770k | 69.45 |
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Cogent Communications Hldgs Com New (CCOI) | 1.4 | $46M | -2% | 597k | 77.07 |
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Firstservice Corp (FSV) | 1.4 | $46M | 251k | 181.02 |
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Air Products & Chemicals (APD) | 1.4 | $45M | 156k | 290.04 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $45M | 864k | 51.70 |
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Amazon (AMZN) | 1.3 | $43M | 196k | 219.39 |
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Steris Shs Usd (STE) | 1.2 | $41M | 200k | 205.56 |
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Ferguson Enterprises Common Stock New (FERG) | 1.2 | $39M | 225k | 173.57 |
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Costco Wholesale Corporation (COST) | 1.2 | $39M | 42k | 916.28 |
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Danaher Corporation (DHR) | 1.1 | $38M | 165k | 229.55 |
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Verisign (VRSN) | 1.1 | $38M | +6% | 182k | 206.96 |
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Lockheed Martin Corporation (LMT) | 1.1 | $36M | 74k | 485.94 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $34M | 548k | 62.31 |
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Nexstar Media Group Common Stock (NXST) | 1.0 | $34M | -4% | 216k | 157.97 |
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Carlisle Companies (CSL) | 1.0 | $33M | +3% | 90k | 368.84 |
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A. O. Smith Corporation (AOS) | 1.0 | $33M | -7% | 482k | 68.21 |
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Heico Corp Cl A (HEI.A) | 1.0 | $33M | 176k | 186.08 |
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Waters Corporation (WAT) | 0.9 | $31M | 84k | 370.98 |
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Ryan Specialty Holdings Cl A (RYAN) | 0.9 | $30M | +4% | 474k | 64.16 |
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Alphabet Cap Stk Cl C (GOOG) | 0.9 | $30M | 157k | 190.44 |
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O'reilly Automotive (ORLY) | 0.9 | $30M | 25k | 1185.80 |
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Old Republic International Corporation (ORI) | 0.9 | $28M | 785k | 36.19 |
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Pfizer (PFE) | 0.8 | $28M | +33% | 1.1M | 26.53 |
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Arthur J. Gallagher & Co. (AJG) | 0.8 | $28M | 98k | 283.85 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $27M | 142k | 189.30 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $26M | 44k | 588.69 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 0.8 | $25M | +3% | 505k | 50.28 |
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Equifax (EFX) | 0.8 | $25M | -8% | 99k | 254.85 |
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CRH Ord (CRH) | 0.8 | $25M | 271k | 92.52 |
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Moody's Corporation (MCO) | 0.7 | $23M | -5% | 49k | 473.37 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $23M | +28% | 39k | 586.08 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.7 | $23M | 395k | 58.00 |
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Morningstar (MORN) | 0.7 | $22M | +6% | 66k | 336.76 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $22M | 277k | 79.99 |
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Roper Industries (ROP) | 0.7 | $22M | 43k | 519.85 |
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American Tower Reit (AMT) | 0.7 | $22M | -18% | 119k | 183.41 |
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Tyler Technologies (TYL) | 0.6 | $21M | -17% | 36k | 576.64 |
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Caci Intl Cl A (CACI) | 0.6 | $21M | -4% | 52k | 404.06 |
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Home Depot (HD) | 0.6 | $19M | 49k | 388.99 |
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JPMorgan Chase & Co. (JPM) | 0.6 | $19M | 79k | 239.71 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $19M | -5% | 58k | 322.16 |
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Rollins (ROL) | 0.6 | $19M | +2% | 401k | 46.35 |
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Msci (MSCI) | 0.6 | $19M | +2% | 31k | 600.01 |
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Broadcom (AVGO) | 0.5 | $18M | +2% | 79k | 231.84 |
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Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.5 | $18M | 367k | 48.92 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $18M | +101% | 62k | 289.81 |
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Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.5 | $17M | 503k | 33.34 |
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Landbridge Company Cl A (LB) | 0.5 | $15M | NEW | 237k | 64.60 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $14M | 124k | 115.22 |
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Church & Dwight (CHD) | 0.4 | $14M | 132k | 104.71 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $13M | 28k | 453.28 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $13M | +42% | 24k | 511.22 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $12M | +36% | 150k | 81.98 |
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Nordson Corporation (NDSN) | 0.4 | $12M | 56k | 209.24 |
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Meta Platforms Cl A (META) | 0.3 | $11M | 20k | 585.51 |
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Gartner (IT) | 0.3 | $11M | 23k | 484.47 |
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Johnson & Johnson (JNJ) | 0.3 | $11M | 75k | 144.62 |
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Thermo Fisher Scientific (TMO) | 0.3 | $10M | 20k | 520.23 |
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Blackrock (BLK) | 0.3 | $10M | NEW | 9.9k | 1025.11 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $9.4M | +2% | 17k | 569.58 |
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Procter & Gamble Company (PG) | 0.3 | $9.2M | 55k | 167.65 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $9.2M | 47k | 195.83 |
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Mettler-Toledo International (MTD) | 0.3 | $9.1M | +12% | 7.4k | 1223.68 |
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Automatic Data Processing (ADP) | 0.3 | $9.1M | 31k | 292.73 |
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Ishares Core Msci Emkt (IEMG) | 0.3 | $8.6M | +3% | 165k | 52.22 |
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Merck & Co (MRK) | 0.2 | $8.0M | +3% | 80k | 99.48 |
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salesforce (CRM) | 0.2 | $8.0M | 24k | 334.33 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $7.9M | +39% | 36k | 220.96 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $7.9M | -3% | 18k | 444.68 |
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Stryker Corporation (SYK) | 0.2 | $7.8M | +5% | 22k | 360.06 |
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Cdw (CDW) | 0.2 | $7.3M | -77% | 42k | 174.04 |
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Palo Alto Networks (PANW) | 0.2 | $7.2M | +85% | 40k | 181.96 |
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NVIDIA Corporation (NVDA) | 0.2 | $6.9M | +4% | 52k | 134.29 |
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Nextera Energy (NEE) | 0.2 | $6.9M | 96k | 71.69 |
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Abbott Laboratories (ABT) | 0.2 | $6.8M | -8% | 60k | 113.11 |
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Exxon Mobil Corporation (XOM) | 0.2 | $6.7M | +20% | 62k | 107.57 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $6.4M | -12% | 135k | 47.82 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $6.1M | -2% | 15k | 401.58 |
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Pepsi (PEP) | 0.2 | $6.0M | 39k | 152.06 |
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Abbvie (ABBV) | 0.2 | $5.9M | +4% | 33k | 177.70 |
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Intuit (INTU) | 0.2 | $5.6M | 9.0k | 628.50 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.5M | 73k | 75.61 |
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Chevron Corporation (CVX) | 0.2 | $5.5M | -6% | 38k | 144.84 |
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Ross Stores (ROST) | 0.2 | $5.4M | -4% | 36k | 151.27 |
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Raytheon Technologies Corp (RTX) | 0.2 | $5.1M | +5% | 44k | 115.72 |
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Servicenow (NOW) | 0.2 | $5.1M | 4.8k | 1060.12 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.7M | +198% | 174k | 27.32 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.7M | 95k | 49.51 |
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Diageo Spon Adr New (DEO) | 0.1 | $4.5M | -17% | 36k | 127.13 |
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UnitedHealth (UNH) | 0.1 | $4.4M | +3% | 8.7k | 505.86 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $4.2M | +4% | 87k | 48.67 |
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Ecolab (ECL) | 0.1 | $4.2M | 18k | 234.32 |
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Kenvue (KVUE) | 0.1 | $4.2M | -2% | 197k | 21.35 |
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Linde SHS (LIN) | 0.1 | $4.2M | +5% | 10k | 418.67 |
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Eli Lilly & Co. (LLY) | 0.1 | $4.1M | +5% | 5.3k | 772.00 |
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Gilead Sciences (GILD) | 0.1 | $4.0M | -2% | 44k | 92.37 |
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Cisco Systems (CSCO) | 0.1 | $4.0M | +3% | 68k | 59.20 |
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S&p Global (SPGI) | 0.1 | $4.0M | +5% | 7.9k | 498.01 |
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Spdr Gold Tr Call Call Option (Principal) (GLD) | 0.1 | $3.9M | +177% | 16k | 242.13 |
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Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $3.9M | 115k | 34.21 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.9M | 23k | 172.42 |
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Verisk Analytics (VRSK) | 0.1 | $3.9M | 14k | 275.43 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.6M | -8% | 81k | 44.04 |
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Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $3.5M | +13% | 82k | 42.75 |
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Equinix (EQIX) | 0.1 | $3.3M | +4% | 3.5k | 942.89 |
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Newmont Mining Corporation (NEM) | 0.1 | $3.2M | 86k | 37.22 |
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Bank of America Corporation (BAC) | 0.1 | $3.0M | +3% | 69k | 43.95 |
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McDonald's Corporation (MCD) | 0.1 | $3.0M | 10k | 289.89 |
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Wal-Mart Stores (WMT) | 0.1 | $2.8M | +4% | 31k | 90.35 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $2.7M | 46k | 59.73 |
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TJX Companies (TJX) | 0.1 | $2.7M | +3% | 23k | 120.81 |
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Illinois Tool Works (ITW) | 0.1 | $2.7M | 11k | 253.56 |
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Coca-Cola Company (KO) | 0.1 | $2.7M | +7% | 43k | 62.26 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $2.7M | 49k | 54.50 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.7M | -11% | 8.0k | 334.25 |
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Emerson Electric (EMR) | 0.1 | $2.6M | 21k | 123.93 |
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Union Pacific Corporation (UNP) | 0.1 | $2.6M | -15% | 11k | 228.04 |
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Lamar Advertising Cl A (LAMR) | 0.1 | $2.6M | 21k | 121.74 |
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Crown Castle Intl (CCI) | 0.1 | $2.5M | -18% | 28k | 90.76 |
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Fastenal Company (FAST) | 0.1 | $2.5M | +3% | 35k | 71.91 |
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Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $2.5M | 49k | 51.23 |
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Oracle Corporation (ORCL) | 0.1 | $2.5M | +4% | 15k | 166.64 |
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New York Life Investments Et Candriam Us Lrg (IQSU) | 0.1 | $2.5M | -2% | 51k | 48.41 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $2.4M | +2% | 93k | 26.33 |
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Barrick Gold Corp Call Call Option (Principal) (GOLD) | 0.1 | $2.4M | +46% | 157k | 15.50 |
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Live Nation Entertainment (LYV) | 0.1 | $2.4M | -2% | 19k | 129.50 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.4M | -3% | 30k | 78.01 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.4M | +2% | 6.7k | 351.79 |
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Otis Worldwide Corp (OTIS) | 0.1 | $2.2M | 24k | 92.61 |
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Unum (UNM) | 0.1 | $2.2M | -25% | 30k | 73.03 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.1M | +291% | 25k | 85.66 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.1M | +3% | 37k | 57.41 |
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Ishares Tr Residential Mult (REZ) | 0.1 | $2.1M | 26k | 81.02 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.0M | 3.00 | 680920.00 |
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Amgen (AMGN) | 0.1 | $2.0M | -8% | 7.7k | 260.64 |
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Qualcomm (QCOM) | 0.1 | $2.0M | 13k | 153.62 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.0M | 4.8k | 410.44 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $1.9M | -3% | 3.7k | 521.96 |
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Dominion Resources (D) | 0.1 | $1.9M | +2% | 35k | 53.86 |
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Eaton Corp SHS (ETN) | 0.1 | $1.9M | +15% | 5.7k | 331.84 |
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Republic Services (RSG) | 0.1 | $1.8M | 9.2k | 201.18 |
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PNC Financial Services (PNC) | 0.1 | $1.8M | 9.3k | 192.85 |
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Colgate-Palmolive Company (CL) | 0.1 | $1.7M | 19k | 90.91 |
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Starbucks Corporation (SBUX) | 0.1 | $1.7M | 19k | 91.25 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $1.7M | -8% | 57k | 29.86 |
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Cincinnati Financial Corporation (CINF) | 0.1 | $1.7M | 12k | 143.70 |
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Tractor Supply Company (TSCO) | 0.1 | $1.7M | +446% | 32k | 53.06 |
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Netflix (NFLX) | 0.0 | $1.6M | -2% | 1.8k | 891.32 |
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Waste Management (WM) | 0.0 | $1.6M | 7.9k | 201.79 |
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Honeywell International (HON) | 0.0 | $1.6M | +5% | 6.9k | 225.89 |
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International Business Machines (IBM) | 0.0 | $1.5M | +12% | 7.0k | 219.84 |
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Constellation Energy (CEG) | 0.0 | $1.5M | 6.9k | 223.71 |
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Iqvia Holdings (IQV) | 0.0 | $1.5M | 7.7k | 196.51 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.5M | +59% | 21k | 70.28 |
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Lowe's Companies (LOW) | 0.0 | $1.5M | +3% | 6.0k | 246.80 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.4M | 21k | 70.00 |
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Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.4M | +196% | 60k | 23.68 |
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Bwx Technologies (BWXT) | 0.0 | $1.4M | -7% | 13k | 111.39 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | -5% | 16k | 86.02 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.4M | 16k | 88.40 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $1.4M | +15% | 24k | 56.14 |
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Jack Henry & Associates (JKHY) | 0.0 | $1.3M | -3% | 7.7k | 175.30 |
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Intercontinental Exchange (ICE) | 0.0 | $1.3M | 9.0k | 149.01 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.3M | 13k | 101.53 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.3M | 31k | 41.82 |
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Booking Holdings (BKNG) | 0.0 | $1.3M | 252.00 | 4968.42 |
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Nike CL B (NKE) | 0.0 | $1.3M | -7% | 17k | 75.67 |
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American Express Company (AXP) | 0.0 | $1.2M | 4.0k | 296.79 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.2M | 9.2k | 128.82 |
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Veralto Corp Com Shs (VLTO) | 0.0 | $1.2M | -9% | 12k | 101.85 |
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CSX Corporation (CSX) | 0.0 | $1.2M | +41% | 36k | 32.27 |
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Travelers Companies (TRV) | 0.0 | $1.2M | 4.8k | 240.89 |
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SEI Investments Company (SEIC) | 0.0 | $1.2M | 14k | 82.48 |
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Tesla Motors (TSLA) | 0.0 | $1.1M | 2.7k | 403.84 |
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Molson Coors Beverage CL B (TAP) | 0.0 | $1.1M | -3% | 19k | 57.32 |
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Deere & Company (DE) | 0.0 | $1.1M | 2.5k | 423.62 |
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Edwards Lifesciences (EW) | 0.0 | $1.0M | 14k | 74.03 |
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Morgan Stanley Com New (MS) | 0.0 | $1.0M | +67% | 8.2k | 125.72 |
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SYSCO Corporation (SYY) | 0.0 | $1.0M | +35% | 13k | 76.46 |
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Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | +10% | 5.4k | 187.51 |
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IDEXX Laboratories (IDXX) | 0.0 | $989k | -6% | 2.4k | 413.44 |
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Marsh & McLennan Companies (MMC) | 0.0 | $973k | 4.6k | 212.41 |
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Insulet Corporation (PODD) | 0.0 | $955k | 3.7k | 261.07 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $947k | 3.9k | 240.28 |
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Ameriprise Financial (AMP) | 0.0 | $938k | +8% | 1.8k | 532.43 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $904k | 2.2k | 402.70 |
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Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $888k | NEW | 3.3k | 271.23 |
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Fiserv (FI) | 0.0 | $888k | +17% | 4.3k | 205.42 |
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Novartis Sponsored Adr (NVS) | 0.0 | $883k | +12% | 9.1k | 97.31 |
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Norfolk Southern (NSC) | 0.0 | $851k | +12% | 3.6k | 234.71 |
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Southern Company (SO) | 0.0 | $849k | 10k | 82.32 |
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Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $827k | +5% | 34k | 24.70 |
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RPM International (RPM) | 0.0 | $825k | -2% | 6.7k | 123.06 |
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EXACT Sciences Corporation (EXAS) | 0.0 | $811k | 14k | 56.19 |
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Cigna Corp (CI) | 0.0 | $804k | 2.9k | 276.14 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $803k | -7% | 4.7k | 169.30 |
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Rockwell Automation (ROK) | 0.0 | $787k | 2.8k | 285.79 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $784k | 8.6k | 91.43 |
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Applied Materials (AMAT) | 0.0 | $780k | 4.8k | 162.63 |
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Advanced Micro Devices (AMD) | 0.0 | $774k | +13% | 6.4k | 120.79 |
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Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $761k | -22% | 25k | 30.48 |
|
United Parcel Service CL B (UPS) | 0.0 | $754k | +2% | 6.0k | 126.11 |
|
Hubbell (HUBB) | 0.0 | $737k | 1.8k | 418.89 |
|
|
General Dynamics Corporation (GD) | 0.0 | $737k | 2.8k | 263.49 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $735k | -10% | 3.2k | 226.90 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $718k | -29% | 1.3k | 538.65 |
|
Chubb (CB) | 0.0 | $706k | +20% | 2.6k | 276.30 |
|
AFLAC Incorporated (AFL) | 0.0 | $703k | 6.8k | 103.44 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $703k | +2% | 19k | 37.53 |
|
Walt Disney Company (DIS) | 0.0 | $700k | 6.3k | 111.35 |
|
|
Boeing Company (BA) | 0.0 | $640k | -2% | 3.6k | 177.00 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $636k | 2.4k | 264.13 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $628k | -9% | 4.8k | 131.04 |
|
Carrier Global Corporation (CARR) | 0.0 | $619k | 9.1k | 68.26 |
|
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $618k | 2.3k | 269.70 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $618k | +270% | 27k | 22.70 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $614k | 8.1k | 76.24 |
|
|
Caterpillar (CAT) | 0.0 | $571k | 1.6k | 362.76 |
|
|
Philip Morris International (PM) | 0.0 | $556k | +113% | 4.6k | 120.35 |
|
Autodesk (ADSK) | 0.0 | $549k | +32% | 1.9k | 295.57 |
|
Bristol Myers Squibb (BMY) | 0.0 | $538k | +2% | 9.5k | 56.56 |
|
West Pharmaceutical Services (WST) | 0.0 | $525k | 1.6k | 327.56 |
|
|
Independent Bank (INDB) | 0.0 | $509k | +127% | 7.9k | 64.19 |
|
Oneok (OKE) | 0.0 | $503k | 5.0k | 100.40 |
|
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $499k | +10% | 2.6k | 189.98 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $496k | 14k | 34.59 |
|
|
3M Company (MMM) | 0.0 | $496k | +11% | 3.8k | 129.09 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $495k | NEW | 778.00 | 636.03 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $482k | 5.0k | 96.83 |
|
|
New York Life Investments Et Nyli Candriam In (IQSI) | 0.0 | $477k | -4% | 17k | 28.53 |
|
Paychex (PAYX) | 0.0 | $476k | +103% | 3.4k | 140.22 |
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $473k | 3.5k | 135.37 |
|
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $465k | -2% | 8.5k | 54.69 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $464k | 4.3k | 107.74 |
|
|
Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $464k | 4.0k | 115.80 |
|
|
Cintas Corporation (CTAS) | 0.0 | $453k | 2.5k | 182.69 |
|
|
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $450k | 8.5k | 53.24 |
|
|
Illumina (ILMN) | 0.0 | $449k | 3.4k | 133.63 |
|
|
Sun Life Financial (SLF) | 0.0 | $445k | 7.5k | 59.34 |
|
|
ConocoPhillips (COP) | 0.0 | $443k | +31% | 4.5k | 99.17 |
|
CoStar (CSGP) | 0.0 | $433k | 6.0k | 71.59 |
|
|
Lauder Estee Cos Cl A (EL) | 0.0 | $424k | 5.7k | 74.98 |
|
|
Ge Aerospace Com New (GE) | 0.0 | $402k | +12% | 2.4k | 166.79 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $399k | -16% | 4.1k | 96.90 |
|
Vaneck Etf Trust Environmental Sr (EVX) | 0.0 | $395k | -4% | 2.3k | 171.40 |
|
Motorola Solutions Com New (MSI) | 0.0 | $394k | 851.00 | 462.42 |
|
|
General Mills (GIS) | 0.0 | $389k | 6.1k | 63.77 |
|
|
United States Antimony (UAMY) | 0.0 | $386k | +102% | 218k | 1.77 |
|
Corning Incorporated (GLW) | 0.0 | $386k | NEW | 8.1k | 47.52 |
|
Vanguard World Inf Tech Etf (VGT) | 0.0 | $385k | -17% | 619.00 | 621.93 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $376k | 2.0k | 190.88 |
|
|
Managed Portfolio Series Tortoise Global (TBLU) | 0.0 | $375k | 8.0k | 46.93 |
|
|
Paypal Holdings (PYPL) | 0.0 | $374k | -2% | 4.4k | 85.35 |
|
Waste Connections (WCN) | 0.0 | $373k | 2.2k | 171.58 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $371k | 2.8k | 132.10 |
|
|
Analog Devices (ADI) | 0.0 | $371k | 1.7k | 212.41 |
|
|
Service Corporation International (SCI) | 0.0 | $367k | NEW | 4.6k | 79.82 |
|
Hanover Insurance (THG) | 0.0 | $364k | 2.4k | 154.66 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $354k | 3.9k | 90.93 |
|
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $350k | 6.7k | 52.16 |
|
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $347k | -66% | 3.8k | 92.45 |
|
Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $347k | 4.5k | 77.22 |
|
|
Owl Rock Capital Corporation (OBDC) | 0.0 | $345k | 23k | 15.12 |
|
|
Te Connectivity Ord Shs (TEL) | 0.0 | $338k | NEW | 2.4k | 142.94 |
|
Boston Scientific Corporation (BSX) | 0.0 | $338k | +7% | 3.8k | 89.32 |
|
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $328k | -5% | 1.9k | 176.67 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $321k | 4.3k | 74.01 |
|
|
Ptc (PTC) | 0.0 | $317k | 1.7k | 183.87 |
|
|
Nucor Corporation (NUE) | 0.0 | $309k | 2.6k | 116.71 |
|
|
Sweetgreen Com Cl A (SG) | 0.0 | $307k | 9.6k | 32.06 |
|
|
Boston Properties (BXP) | 0.0 | $297k | NEW | 4.0k | 74.36 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $294k | 2.5k | 117.49 |
|
|
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $292k | NEW | 2.3k | 128.70 |
|
Masco Corporation (MAS) | 0.0 | $291k | 4.0k | 72.57 |
|
|
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $290k | 5.5k | 52.47 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $289k | NEW | 3.2k | 89.08 |
|
Ansys (ANSS) | 0.0 | $289k | 856.00 | 337.33 |
|
|
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $284k | +6% | 13k | 22.72 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.0 | $281k | +402% | 13k | 21.16 |
|
Verizon Communications (VZ) | 0.0 | $279k | +8% | 7.0k | 39.99 |
|
GSK Sponsored Adr (GSK) | 0.0 | $277k | 8.2k | 33.82 |
|
|
Api Group Corp Com Stk (APG) | 0.0 | $275k | +2% | 7.7k | 35.97 |
|
Antero Res (AR) | 0.0 | $275k | 7.8k | 35.05 |
|
|
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $274k | NEW | 3.1k | 88.65 |
|
Wp Carey (WPC) | 0.0 | $272k | -21% | 5.0k | 54.48 |
|
Wells Fargo & Company (WFC) | 0.0 | $272k | -3% | 3.9k | 70.24 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $271k | 1.3k | 215.49 |
|
|
Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $263k | +20% | 14k | 18.22 |
|
FedEx Corporation (FDX) | 0.0 | $258k | +12% | 916.00 | 281.33 |
|
Entergy Corporation (ETR) | 0.0 | $254k | NEW | 3.4k | 75.82 |
|
Unilever Spon Adr New (UL) | 0.0 | $254k | -2% | 4.5k | 56.70 |
|
State Street Corporation (STT) | 0.0 | $250k | NEW | 2.5k | 98.15 |
|
Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.0 | $248k | 4.3k | 57.44 |
|
|
Wec Energy Group (WEC) | 0.0 | $242k | -4% | 2.6k | 94.04 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $238k | 3.1k | 77.27 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $234k | NEW | 3.7k | 63.47 |
|
CVS Caremark Corporation (CVS) | 0.0 | $226k | -18% | 5.0k | 44.89 |
|
IDEX Corporation (IEX) | 0.0 | $226k | NEW | 1.1k | 209.20 |
|
Natera (NTRA) | 0.0 | $225k | NEW | 1.4k | 158.30 |
|
Enbridge (ENB) | 0.0 | $225k | NEW | 5.3k | 42.43 |
|
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $224k | 1.2k | 186.70 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $222k | +2% | 4.6k | 48.33 |
|
Expeditors International of Washington (EXPD) | 0.0 | $221k | -10% | 2.0k | 110.77 |
|
CONMED Corporation (CNMD) | 0.0 | $219k | 3.2k | 68.44 |
|
|
Cullen/Frost Bankers (CFR) | 0.0 | $218k | NEW | 1.6k | 134.25 |
|
Canadian Natural Resources (CNQ) | 0.0 | $218k | NEW | 7.0k | 30.87 |
|
Texas Pacific Land Corp (TPL) | 0.0 | $216k | NEW | 195.00 | 1105.96 |
|
Hologic (HOLX) | 0.0 | $213k | 3.0k | 72.09 |
|
|
eBay (EBAY) | 0.0 | $213k | 3.4k | 61.95 |
|
|
Realty Income (O) | 0.0 | $212k | -9% | 4.0k | 53.41 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $209k | -14% | 1.7k | 124.96 |
|
Goldman Sachs (GS) | 0.0 | $205k | NEW | 358.00 | 572.62 |
|
Us Bancorp Del Com New (USB) | 0.0 | $204k | NEW | 4.3k | 47.83 |
|
Viper Energy Cl A (VNOM) | 0.0 | $204k | NEW | 4.2k | 49.07 |
|
Microchip Technology (MCHP) | 0.0 | $202k | -16% | 3.5k | 57.35 |
|
L3harris Technologies (LHX) | 0.0 | $201k | NEW | 955.00 | 210.28 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $201k | +22% | 5.3k | 38.08 |
|
Viatris (VTRS) | 0.0 | $172k | -87% | 14k | 12.45 |
|
Aldeyra Therapeutics (ALDX) | 0.0 | $141k | NEW | 28k | 4.99 |
|
Asp Isotopes (ASPI) | 0.0 | $50k | NEW | 11k | 4.53 |
|
Stride Note 1.125% 9/0 | 0.0 | $28k | 14k | 2.03 |
|
|
Pacira Biosciences Note 0.750% 8/0 | 0.0 | $12k | 12k | 0.97 |
|
Past Filings by Boston Financial Mangement
SEC 13F filings are viewable for Boston Financial Mangement going back to 2010
- Boston Financial Mangement 2024 Q4 filed Feb. 3, 2025
- Boston Financial Mangement 2024 Q3 filed Oct. 25, 2024
- Boston Financial Mangement 2024 Q2 filed July 30, 2024
- Boston Financial Mangement 2024 Q1 filed May 10, 2024
- Boston Financial Mangement 2023 Q3 filed Nov. 9, 2023
- Boston Financial Mangement 2023 Q2 filed Aug. 7, 2023
- Boston Financial Mangement 2023 Q1 filed May 12, 2023
- Boston Financial Mangement 2022 Q4 filed Jan. 27, 2023
- Boston Financial Mangement 2022 Q3 filed Nov. 10, 2022
- Boston Financial Mangement 2022 Q2 filed Aug. 8, 2022
- Boston Financial Mangement 2022 Q1 filed May 13, 2022
- Boston Financial Mangement 2021 Q4 filed Feb. 11, 2022
- Boston Financial Mangement 2021 Q3 filed Nov. 12, 2021
- Boston Financial Mangement 2021 Q2 filed Aug. 3, 2021
- Boston Financial Mangement 2021 Q1 filed May 7, 2021
- Boston Financial Mangement 2020 Q4 filed Feb. 10, 2021